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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
1001
Brand Asset Management Group
Missouri
$22K – – –
FHA
1002
Flagship Harbor Advisors
Massachusetts
$22K – – –
SMG
1003
Spectrum Management Group
Indiana
$22K – – –
YWP
1004
YorkBridge Wealth Partners
New York
$22K – – –
Carson Wealth (CWM LLC)
1005
Carson Wealth (CWM LLC)
Nebraska
$21K +$17.9K +372 +335%
GAM
1006
Gemmer Asset Management
California
$20K +$4.99K +104 +29%
FC
1007
Ferris Capital
Massachusetts
$19K -$864 -18 -4%
LYV
1008
Live Your Vision
Pennsylvania
$19K +$144 +3 +0.7%
CFA
1009
Camarda Financial Advisors
Florida
$19K +$21.4K +445 New
AP
1010
Arlington Partners
Alabama
$18K – – –
DAM
1011
Delta Asset Management
Tennessee
$18K – – –
EARNEST Partners
1012
EARNEST Partners
Georgia
$18K – – –
JGIA
1013
Jackson Grant Investment Advisers
Connecticut
$18K +$144 +3 +0.7%
OIA
1014
OneDigital Investment Advisors
Kansas
$17K -$6.96K -145 -27%
PB
1015
Pinnacle Bancorp
Nebraska
$17K +$18.9K +393 New
VCM
1016
Vigilant Capital Management
Maine
$16K – – –
SL
1017
Salomon & Ludwin
Virginia
$16K +$18K +375 New
STB
1018
S&T Bank
Pennsylvania
$15K +$16.4K +342 New
PK
1019
Pflug Koory
Nebraska
$14K – – –
RA
1020
Rational Advisors
New York
$13K -$78.5K -1,636 -85%
OIA
1021
Optimum Investment Advisors
Illinois
$13K -$38.4K -800 -73%
CCMW
1022
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
PG
1023
Proffitt & Goodson
Tennessee
$13K – – –
WEC
1024
Winslow Evans & Crocker
Massachusetts
$12K +$11.2K +234 +557%
CIA
1025
Cascade Investment Advisors
Oregon
$12K – – –